Financial Turning Points: Relationships, Marriage, and Divorce

Helping your clients navigate personal relationships might not be your favorite talking point, but your willingness to tackle the issue head-on could be key for your business.

"It can be a difficult situation for advisors to be in,” said Morningstar behavioral economist Sarah Newcomb, Ph.D. “Yet that may be the very thing that helps advisors differentiate themselves."

This paper examines:

How prenuptial agreements and “freedom funds” should be seen as romantic, rather than restricting

How advisors can help their clients learn to argue productively—and why they should

How advisors can help clients cope with post-divorce financial reality

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